CITIC Securities: Investment opportunities in the humanoid robot industry chain.

date
11/05/2025
CICC issued a research report stating that most companies in the humanoid robot industry chain are currently in the small batch order or sample testing stage, with limited contribution to performance in the first quarter of 2024 and 2025. The performance of individual stocks still mainly depends on the support of traditional main business. The bank advises investors not to focus solely on the "humanoid" form, but to instead focus on the more quickly commercialized exoskeleton robots, dexterous hands, sensors and other segmented tracks, and pay attention to the technological breakthroughs and applications of lightweight materials.